Laird Norton Wetherby Wealth Management’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-24,860
| Closed | -$364K | – | 664 |
|
|
2018
Q4 | $364K | Buy |
+24,860
| New | +$364K | 0.05% | 410 |
|
|
2016
Q4 | – | Sell |
-7,699
| Closed | -$223K | – | 536 |
|
|
2016
Q3 | $223K | Buy |
7,699
+262
| +4% | +$7.59K | 0.05% | 470 |
|
|
2016
Q2 | $233K | Sell |
7,437
-887
| -11% | -$27.8K | 0.05% | 420 |
|
|
2016
Q1 | $240K | Buy |
8,324
+482
| +6% | +$13.9K | 0.06% | 386 |
|
|
2015
Q4 | $207K | Buy |
+7,842
| New | +$207K | 0.05% | 421 |
|